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骏利亨德森集团（JHG）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是骏利亨德森集团的1.7倍（$1.9B vs $1.1B），骏利亨德森集团净利率更高（35.3% vs 8.4%，领先26.9%），骏利亨德森集团同比增速更快（61.3% vs 3.5%），骏利亨德森集团自由现金流更多（$320.4M vs $296.4M），过去两年骏利亨德森集团的营收复合增速更高（43.9% vs 12.0%）
骏利亨德森集团是英美联手设立的全球资产管理企业，总部位于英国伦敦金融城，旗下以「骏利亨德森投资者」为运营品牌，面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
JHG vs RPM — 直观对比
营收规模更大
RPM
是对方的1.7倍
$1.1B
营收增速更快
JHG
高出57.8%
3.5%
净利率更高
JHG
高出26.9%
8.4%
自由现金流更多
JHG
多$24.0M
$296.4M
两年增速更快
JHG
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $403.2M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 42.7% | 11.0% |
| 净利率 | 35.3% | 8.4% |
| 营收同比 | 61.3% | 3.5% |
| 净利润同比 | 231.0% | -12.0% |
| 每股收益（稀释后） | $2.59 | $1.26 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收JHGRPM
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $700.4M | $2.1B | ||
| Q2 25 | $633.2M | $2.1B | ||
| Q1 25 | $621.4M | $1.5B | ||
| Q4 24 | $708.3M | $1.8B | ||
| Q3 24 | $624.8M | $2.0B | ||
| Q2 24 | $588.4M | $2.0B | ||
| Q1 24 | $551.7M | $1.5B |
净利润JHGRPM
| Q4 25 | $403.2M | $161.2M | ||
| Q3 25 | $142.1M | $227.6M | ||
| Q2 25 | $149.9M | $225.8M | ||
| Q1 25 | $120.7M | $52.0M | ||
| Q4 24 | $121.8M | $183.2M | ||
| Q3 24 | $27.3M | $227.7M | ||
| Q2 24 | $129.7M | $180.6M | ||
| Q1 24 | $130.1M | $61.2M |
毛利率JHGRPM
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 39.9% |
营业利润率JHGRPM
| Q4 25 | 42.7% | 11.0% | ||
| Q3 25 | 24.6% | 14.1% | ||
| Q2 25 | 25.9% | 11.9% | ||
| Q1 25 | 24.7% | 2.8% | ||
| Q4 24 | 27.9% | 11.5% | ||
| Q3 24 | 26.4% | 14.8% | ||
| Q2 24 | 27.9% | 11.9% | ||
| Q1 24 | 21.6% | 5.5% |
净利率JHGRPM
| Q4 25 | 35.3% | 8.4% | ||
| Q3 25 | 20.3% | 10.8% | ||
| Q2 25 | 23.7% | 10.8% | ||
| Q1 25 | 19.4% | 3.5% | ||
| Q4 24 | 17.2% | 9.9% | ||
| Q3 24 | 4.4% | 11.6% | ||
| Q2 24 | 22.0% | 9.0% | ||
| Q1 24 | 23.6% | 4.0% |
每股收益（稀释后）JHGRPM
| Q4 25 | $2.59 | $1.26 | ||
| Q3 25 | $0.92 | $1.77 | ||
| Q2 25 | $0.95 | $1.76 | ||
| Q1 25 | $0.77 | $0.40 | ||
| Q4 24 | $0.77 | $1.42 | ||
| Q3 24 | $0.17 | $1.77 | ||
| Q2 24 | $0.81 | $1.40 | ||
| Q1 24 | $0.81 | $0.47 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.6B | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $5.1B | $3.1B |
| 总资产 | $8.3B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资JHGRPM
| Q4 25 | $1.6B | $316.6M | ||
| Q3 25 | $1.4B | $297.1M | ||
| Q2 25 | $1.3B | $302.1M | ||
| Q1 25 | $1.4B | $241.9M | ||
| Q4 24 | $1.6B | $268.7M | ||
| Q3 24 | $1.8B | $231.6M | ||
| Q2 24 | $1.3B | $237.4M | ||
| Q1 24 | $1.1B | $248.9M |
总债务JHGRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益JHGRPM
| Q4 25 | $5.1B | $3.1B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $4.8B | $2.9B | ||
| Q1 25 | $4.7B | $2.7B | ||
| Q4 24 | $4.6B | $2.7B | ||
| Q3 24 | $4.6B | $2.6B | ||
| Q2 24 | $4.5B | $2.5B | ||
| Q1 24 | $4.4B | $2.3B |
总资产JHGRPM
| Q4 25 | $8.3B | $7.9B | ||
| Q3 25 | $7.6B | $7.9B | ||
| Q2 25 | $7.5B | $7.8B | ||
| Q1 25 | $7.1B | $6.6B | ||
| Q4 24 | $7.0B | $6.7B | ||
| Q3 24 | $7.3B | $6.6B | ||
| Q2 24 | $6.4B | $6.6B | ||
| Q1 24 | $6.3B | $6.4B |
负债/权益比JHGRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $322.7M | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $320.4M | $296.4M |
| 自由现金流率自由现金流/营收 | 28.0% | 15.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.80× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $710.9M | $582.9M |
8季度趋势，按日历期对齐
经营现金流JHGRPM
| Q4 25 | $322.7M | $345.7M | ||
| Q3 25 | $258.8M | $237.5M | ||
| Q2 25 | $135.2M | $149.2M | ||
| Q1 25 | $2.8M | $91.5M | ||
| Q4 24 | $247.3M | $279.4M | ||
| Q3 24 | $228.5M | $248.1M | ||
| Q2 24 | $223.8M | $181.2M | ||
| Q1 24 | $-5.0M | $173.4M |
自由现金流JHGRPM
| Q4 25 | $320.4M | $296.4M | ||
| Q3 25 | $256.4M | $175.0M | ||
| Q2 25 | $133.2M | $78.2M | ||
| Q1 25 | $900.0K | $33.3M | ||
| Q4 24 | $243.5M | $229.5M | ||
| Q3 24 | $225.9M | $197.3M | ||
| Q2 24 | $221.9M | $105.3M | ||
| Q1 24 | $-6.8M | $124.6M |
自由现金流率JHGRPM
| Q4 25 | 28.0% | 15.5% | ||
| Q3 25 | 36.6% | 8.3% | ||
| Q2 25 | 21.0% | 3.8% | ||
| Q1 25 | 0.1% | 2.3% | ||
| Q4 24 | 34.4% | 12.4% | ||
| Q3 24 | 36.2% | 10.0% | ||
| Q2 24 | 37.7% | 5.2% | ||
| Q1 24 | -1.2% | 8.2% |
资本支出强度JHGRPM
| Q4 25 | 0.2% | 2.6% | ||
| Q3 25 | 0.3% | 3.0% | ||
| Q2 25 | 0.3% | 3.4% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 0.5% | 2.7% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.3% | 3.8% | ||
| Q1 24 | 0.3% | 3.2% |
现金转化率JHGRPM
| Q4 25 | 0.80× | 2.14× | ||
| Q3 25 | 1.82× | 1.04× | ||
| Q2 25 | 0.90× | 0.66× | ||
| Q1 25 | 0.02× | 1.76× | ||
| Q4 24 | 2.03× | 1.53× | ||
| Q3 24 | 8.37× | 1.09× | ||
| Q2 24 | 1.73× | 1.00× | ||
| Q1 24 | -0.04× | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
